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Make 2025 The Year of the Family Meeting
A new year has arrived once again! For many of us, the beginning of the year brings a renewed sense of motivation to accomplish goals, or become a bit more organized. In the spirit of goal setting and getting...
Incapacity: The Black Sheep of Estate Planning
When it comes to estate planning, everyone always assumes it’s all about what happens when you die. While planning for death is certainly critical, it’s important not to forget about the “black sheep” of any good...
Can’t I Fund My Trust With My Pour Over Will?
Want to know how to make an estate planner cringe? Tell them, "I don't need to fund my trust, I have a pour over will." If you have a revocable living trust as part of your estate plan, you probably also have a pour...
My Bank Won’t Retitle My Accounts To My Trust…Now What?
One of the most important steps after creating a trust as part of your estate plan is making sure all of your assets are properly coordinated with that trust—including your bank accounts! Unfortunately, this is one of...
New Year, New Rules: The Corporate Transparency Act Is Here
Congress loves to spice things up by giving us new laws--bonus points if it includes new reporting requirements! The new Corporate Transparency Act (“CTA”) took effect on 1/1/2024, is going to make the coming year...
Medicaid Estate Recovery: What You Need to Know
“Ohio Medicaid collects millions from families after death.” The Dayton Daily News recently ran several articles about their investigation of Ohio’s Medicaid Estate Recovery (MER) system featuring headlines such as...
Surprise! You’ve got Money
According to the Ohio Department of Commerce, Ohioans have claimed more than $14 million in unclaimed funds already during the 2023 calendar year. Have you checked to see if you could be part of that statistic? What...
Planning Pointer – Will Medicaid Take My House?
One of the most common fears that families share with us when they start planning for long term care is whether Medicaid will be able to take their home. For many families, their house is their single biggest...
Happy Birthday To You: Legal Considerations When A Child Turns 18
Do you have a young adult child in your life? If so, read on--we've got some important information for you to consider. Did you know that your legal authority to act or obtain information on behalf of your children...